Benefits of Stocks
Submitted by Tradition Advisers on March 12th, 2019
Individual stock portfolios offer several advantages over mutual funds including:
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Customization
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Tax efficiency
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Cost efficiency
Blog
U.S. Markets and Economy Show Mixed Results in February
Submitted by Tradition Advisers on March 7th, 2019
Equities posted their best first two months of the year since 1991. Read our recap on the markets and economy for the month of February. Highlights include:
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GDP expanded at a 2.65% annualized pace for the 4th quarter of 2018.
Upcoming Debt Ceiling Issue
Submitted by Tradition Advisers on February 28th, 2019
A recurring debate is once again about to emerge as a political challenge surrounding government debt continues. On February 9, 2018, the President signed a bill suspending the debt ceiling until March 1, 2019. On that date, the revised debt limit will be whatever total federal debt currently is. The debt ceiling on February 9, 2018 was $20.456 trillion.
Forbes.com publishes "Low Bond Yields: How, Why And Where Are They Going?"
Submitted by Tradition Advisers on February 26th, 2019Forbes.com has published an article written by Tradition's Benjamin C. Halliburton. Read "Low Bond Yields: How, Why And Where Are They Going?" on Forbes.com.
Tradition's Benjamin C. Halliburton Publishes "Wiser Investing"
Submitted by Tradition Advisers on February 21st, 2019
Tradition's Benjamin C. Halliburton has published a book, "Wiser Investing: Diversify Your Portfolio Beyond Stocks and Bonds."
U.S. News & World Report quotes Michael Ciccone in "5 Best Cash Equivalents Amid Rate Hikes"
Submitted by Tradition Advisers on February 11th, 2019
With interest rates still relatively low, finding a cash investment that pays a reasonable interest rate can be difficult. Tradition's Michael Ciccone is quoted in a recent U.S. News & World Report article, "5 Best Cash Equivalents Amid Rate Hikes."
2019 Markets Off to a Good Start
Submitted by Tradition Advisers on February 7th, 2019
Equity markets experienced the best January in 30 years. Read our recap of January's market and economic activity. Highlights include:
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Equity markets experienced the best January since 1989.
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Rates head lower while the Fed holds steady.
The Federal Reserve's Hotel California Moment
Submitted by Tradition Advisers on February 5th, 2019
The Federal Reserve is having its Hotel California moment.
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The Fed began quantitative easing in 2008 with a balance sheet of $800 billion, growing to $4.5 trillion.
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Even with quantitative tightening, the balance sheet will not be reduced back to normal levels below $1 trillion.
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The Fed has paused on raising rates due to a slower economy in the 4th quarter.
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While the economy has slowed dramatically from 2018, we still believe GDP will be up this year.
What Should You Do with a Tax Refund?
Submitted by Tradition Advisers on January 31st, 2019
As people begin filing their taxes, they may discover they are due a large refund. Is it better to pay off debt or invest? Tradition's Frani Feit, CFP answers this question on NJ.com.
Is there a gift tax when paying off a child's student loan?
Submitted by Tradition Advisers on January 24th, 2019
Gifting money to help a child pay off debts may trigger the federal gift tax. Tradition's Chip Wieczorek, CFP reviews the gift tax law on NJ.com.
